CIA

Choate Investment Advisors Portfolio holdings

AUM $5.1B
1-Year Est. Return 16.98%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.98%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.61B
AUM Growth
+$588M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
489
New
Increased
Reduced
Closed

Top Buys

1
+$224M
2
+$96.1M
3
+$6.74M
4
ADBE icon
Adobe
ADBE
+$6.53M
5
LLY icon
Eli Lilly
LLY
+$5.57M

Top Sells

1
+$58.8M
2
+$40.6M
3
+$14.8M
4
TMO icon
Thermo Fisher Scientific
TMO
+$5.96M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$5.8M

Sector Composition

1 Technology 12.43%
2 Financials 6.22%
3 Consumer Discretionary 4.78%
4 Healthcare 4.74%
5 Communication Services 3.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$185K ﹤0.01%
+4,754
402
$181K ﹤0.01%
+2,844
403
$177K ﹤0.01%
3,851
+715
404
$174K ﹤0.01%
+1,285
405
$169K ﹤0.01%
11,015
-846
406
$168K ﹤0.01%
15,000
407
$166K ﹤0.01%
19,814
408
$162K ﹤0.01%
10,580
409
$158K ﹤0.01%
+1,818
410
$156K ﹤0.01%
+735
411
$140K ﹤0.01%
+4,570
412
$135K ﹤0.01%
16,307
+814
413
$134K ﹤0.01%
+1,921
414
$128K ﹤0.01%
+2,300
415
$125K ﹤0.01%
+1,129
416
$119K ﹤0.01%
13,318
-806
417
$117K ﹤0.01%
+2,625
418
$113K ﹤0.01%
10,000
419
$111K ﹤0.01%
+900
420
$105K ﹤0.01%
+1,183
421
$104K ﹤0.01%
+1,041
422
$104K ﹤0.01%
+2,148
423
$98.7K ﹤0.01%
+1,238
424
$98.4K ﹤0.01%
23,163
425
$98K ﹤0.01%
+1,183
15 16
17
18 19